Training
BlackLine U Day
Accelerate your BlackLine knowledge by attending BlackLine U Day! This full-day learning experience focuses on everything from interactive, in-depth, and hands-on classes to product overviews and deep dives, specifically designed to help you maximise the impact of your BlackLine solutions.
Choose your learning journey from a variety of courses and workshops, and our team of world-class instructors will share practical and actionable BlackLine knowledge that you can immediately apply at your organisation. Space is limited, so secure your BlackLine U Day agenda today.
Price per person: A$99 (includes breakfast, lunch, and post-event reception)
Why Attend?
Spend hands-on time learning with BlackLine experts
Address internal and IT controls from a company and audit perspective
Gain process improvement strategies
Understand interrelationships within BlackLine roles
Earn CPE/CPD credits to advance your career
BlackLine U Day at a Glance
Choose your own learning adventure and sign up for any of the sessions in each time block.
Track 1: Leading Practices
Financial Close: Roles & Teams
Tuesday, 17 September | 9:30 – 10:45 AEST
In this class, participants will learn how leveraging BlackLine roles, role-based security, and teams impact the overall BlackLine user experience.
Learning Objectives:
Apply BlackLine role-based security within the segregation of duties context
Differentiate between entity-based vs. record-based assignments
Design a well-structured team using BlackLine Team functionality
Financial Close: Auto-Certification
Tuesday, 17 September | 11:00 – 12:15 AEST
In this class, participants will learn about the flexible auto-certification and threshold settings that can either be applied globally or tailored at the account level.
Learning Objectives:
Identify which products use auto-certification
Differentiate between global and record-level auto-certification application
Identify key characteristics of specific auto-certification rules
Change Management Tips for Project Teams
Tuesday, 17 September | 13:30 – 14:45 AEST
In this class, participants will learn 10 change management tips to drive success in support of your BlackLine project.
Learning Objectives:
Explore how change management techniques support your most critical success factor—your people
Explain how your team can encourage acceptance and adoption
Consider BlackLine system-specific settings that can reinforce your organisation’s desired outcomes
Your IT Audit Checklist
Tuesday, 17 September | 15:00 – 16:15 AEST
In this class, participants will learn critical tasks to consider in preparation for your next BlackLine-related IT audit.
Learning Objectives:
List 10 critical focus areas for IT audit preparation
Bookmark where SOC 1 & 2 reports are located
Consider leading practices and evaluate current state around user management and key system settings
Track 2: Account Reconciliations for End-Users
Financial Close: Account Reconciliations Introduction
Tuesday, 17 September | 9:30 – 12:30 AEST
In this hands-on interactive instructor-led workshop, participants will get acquainted with Account Reconciliations from an end-user perspective and through the lens of a quality reconciliation.
Learning Objectives:
Navigate BlackLine homepage dashboards and Account Reconciliations
Prepare, approve, and review a quality reconciliation
Certify and decertify account reconciliations
Financial Close: Templates & Items
Tuesday, 17 September | 13:30 – 16:30 AEST
In this interactive instructor-led workshop, go beyond the fundamentals by increasing accuracy and efficiency with Account Reconciliation templates and items.
Learning Objectives:
Define the purpose of templates and template controls within the context of multiple use cases
Explain the item aging and item classifications
Import items in bulk
Track 3: Financial Close: Administration
Financial Close: Account Reconciliations Administration (repeated session)
Tuesday, 17 September | 9:30 – 12:30 AEST & 13:30 – 16:30 AEST
In this interactive instructor-led workshop, participants will learn essential administration activities in support of system design and ongoing maintenance.
Learning Objectives:
Describe the various data import mechanisms and when to use each one
Design and maintain foundational settings (such as organisational structure, currency, custom frequencies, and dates)
Manage users leveraging leading practices